First Affirmative Financial Network’s Sumitomo Mitsui Financial SMFG Stock Holding History

First Affirmative Financial Network’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Buy	+20,279	New	+$426K	0.16%	165
2025 Q3	$332K	Sell	19,838 -726	-4%	-$11.6K	0.16%	169
2025 Q2	$311K	Sell	20,564 -387	-2%	-$5.57K	0.16%	165
2025 Q1	$324K	Sell	20,951 -54	-0.3%	-$821	0.2%	145
2024 Q4	$304K	Sell	21,005 -259	-1%	-$3.56K	0.18%	150
2024 Q3	$269K	Buy	21,264 +1,995	+10%	+$26.3K	0.15%	192
2024 Q2	$258K	Buy	19,269 +2,321	+14%	+$28.1K	0.18%	176
2024 Q1	$199K	Buy	16,948 +1,462	+9%	+$15.7K	0.15%	225
2023 Q4	$150K	Buy	15,486 +893	+6%	+$8.66K	0.12%	219
2023 Q3	$144K	Buy	14,593 +3,373	+30%	+$31.2K	0.14%	192
2023 Q2	$96.5K	Buy	+11,220	New	+$92.7K	0.1%	182

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Affirmative Financial Network's SMFG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2026: 20,279 shares worth $401K. The stake represents 0.16% of the portfolio and ranks #165 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SMFG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SMFG in Q2 2023 and has held it in 11 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

First Affirmative Financial Network held 20,279 shares of Sumitomo Mitsui Financial worth $401K as of Q1 2026.
Sumitomo Mitsui Financial was a new First Affirmative Financial Network position in Q1 2026.
Sumitomo Mitsui Financial made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #165 holding.
First Affirmative Financial Network first reported a position in Sumitomo Mitsui Financial in Q2 2023 and has held it in 11 quarters since.
439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.